Richardson Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Richardson Financial Services’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.48M	Sell	5,068 -536	-10%	-$357K	1.97%	7
2026 Q1	$3.35M	Buy	5,604 +83	+2%	+$51.9K	2.1%	8
2025 Q4	$3.3M	Buy	5,521 +109	+2%	+$67.7K	1.07%	9
2025 Q3	$3.31M	Buy	5,412 +7	+0.1%	+$4.13K	2.05%	8
2025 Q2	$3.07M	Buy	5,405 +145	+3%	+$76.2K	2.06%	6
2025 Q1	$2.7M	Sell	5,260 -290	-5%	-$157K	2.06%	7
2024 Q4	$2.99M	Sell	5,550 -3,851	-41%	-$2.09M	2.1%	6
2024 Q3	$4.81M	Buy	9,401 +3,851	+69%	+$1.96M	3.05%	5
2024 Q2	$2.78M	Buy	5,550 +114	+2%	+$54.9K	2%	7
2024 Q1	$2.62M	Buy	5,436 +3,491	+179%	+$1.6M	1.84%	8
2023 Q4	$850K	Buy	+1,945	New	+$796K	0.74%	37

Other funds holding VOO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Richardson Financial Services's VOO Position: Q2 2026 in Review

Richardson Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 9.6% in Q2 2026, selling an estimated $357K and leaving 5,068 shares worth $3.48M. The position accounts for 1.97% of the portfolio, ranked #7.

Richardson Financial Services first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.81M in Q3 2024. 3,315 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Richardson Financial Services held 5,068 shares of Vanguard S&P 500 ETF worth $3.48M as of Q2 2026.
Richardson Financial Services sold 536 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $357K.
Vanguard S&P 500 ETF made up 1.97% of Richardson Financial Services's portfolio in Q2 2026, its #7 holding.
Richardson Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Vanguard S&P 500 ETF position peaked at $4.81M in Q3 2024.
3,315 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.